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Membership Application and Fees
Application Requirements : 

    For Regular and Affiliate Members
  1. Please submit your membership application via CFA Institute's website at
    http://www.cfainstitute.org/community/membership/process/Pages/index.aspx 
     
  2. Professional References : three professional references are required unless you have a reference from a regular member of the Society to which you are applying.  In that case, two professional references are required.  Supervisor references are preferred.

    When selecting your references, please note that they will be required to comment on your work experience and professional character.  Select individuals who can attest your resonsibilities related to the investment decision-making process.  Your references will receive instructions for completing the process.

    For Associate Members
  1. Please submit an Application Form and an Ethics Declaration Form to HKSFA at 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong.
     
  2. An applicant has to be recommended by an HKSFA Regular Member or his/her current employer by completing and returning a Sponsor Form to HKSFA.
    For Student Associates
  1. The applicant must be a full time student of one of the universities in Hong Kong.
     
  2. Please submit an Application Form, an Ethics Declaration Form, curriculum vitae and proof of his/her university student status, e.g. copy of the university student card to HKSFA at 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong. 
     
Application Procedures :

    For Regular and Affiliate Members
  1. Update working experience in your profile and submit the membership application online at
    http://www.cfainstitute.org/community/membership/process/Pages/index.aspx
     
  2. Your references will receive emailed instructions for completing the process.  Your application cannot be submitted until the required reference statements have been returned.

    For Associate Members


      Please complete and submit the following to HKSFA at 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong :
      -  An Application
      -  A Sponsor Form completed by an HKSFA Regular Member or his/her current employer
      -  An Ethics Declaration Form
      -  HK$780 for Annual Dues and HK$500 for the one-time Joining Fee
         (If by cheque, it should be made payable to "HKSFA".  Please write down your name at the back of the cheque and mail it to HKSFA.
          If by credit card, please get a payment link from HKSFA at info@hksfa.org.
          If in cash, please pay at HKSFA Office.)

    For Student Associates 

      Please complete and submit the following to HKSFA at 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong :
      -  An Application
      -  An Ethics Declaration Form
      -  The applicant's curriculum vitae
      -   Proof of his/her university student status, e.g. a copy of hte university student card
      -   HK$300 for Subscription Fee
         (If by cheque, it should be made payable to "HKSFA".  Please write down your name at the back of the cheque and mail it to HKSFA.
          If by credit card, please get a payment link from HKSFA at info@hksfa.org.
          If in cash, please pay at HKSFA Office.)


Membership Fees

To become a member of HKSFA, you shall pay the Joining Fee and Annual Dues (Subscription Fee in the case of Student Associates) after your application has been approved.  The fiscal year of HKSFA runs from 1 July to 30 June.
  1. Initial Joining Fee: HK$500 (pay directly to HKSFA in Hong Kong Dollars).  It is a one-time fee that new members (not applicable to Student Associates) have to pay for the first year they join HKSFA.  New members may request a payment link for online payment by VISA or MASTER credit card.  Please send your request to us at info@hksfa.org.  Alternatively, you may send us a Hong Kong Dollars cheque at 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong.  The cheque should be made payable to "HKSFA".
     
  2. Annual Dues of Regular Member or Affiliate Member :
    US$100 (CFA Institute collects it on behalf of HKSFA, please pay it at your own account page of the CFA Institute's website).

     
  3. For Regular and Affiliate Members, the applicants must also apply to be members of CFA Institute. They have to pay the Annual Dues of both CFA Institute and HKSFA. For the Annual Dues of CFA Institute, please refer to the information posted on CFA Institute's website at http://www.cfainstitute.org/about/membership/process/Pages/member_dues.aspx

  4. Annual Dues of Associate Member :
    -  HK$780 if you activiate your membership between 1 July and 31 March

    -  Waived for the first fiscal year if you activate your membership bewteen 1 Apr and 30 Jun, but has to pay for the Annual Dues of the upcoming fiscal year.

     
  5. Subscription Fees of Student Associate :
    - HK$300 if you activiate your membership between 1 July and 31 March
    - Waived for the first fiscal year if you activate your membership between 1 Apr and 30 Jun, but has to pay for the Subscription Fee of the upcoming fiscal year.
Remarks : To acknowledge and honour lifelong contributions from our senior members, the HKSFA decided to waive the Annual Dues of members aged 70 or above. This will take effect starting from 1st July 2017. If you fall into this category, all you need to do to renew your membership is simply submit the Professional Conduct Statement.

Note :
Membership fees paid are non-refundable and non-transferable.  For membership reinstatement/re-activation, members are required to pay full year Annual Dues (US$100 for Regular/Affiliate Member, HK$780 for Associate Member, HK$300 for Student Associate) no matter at which date of the year they reinstate/re-activate their membership.